Automate Zendesk Ticket Creation from Jotform Submissions Using Pabbly Connect

Learn how to automate Zendesk ticket creation from Jotform submissions using Pabbly Connect. Step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start automating ticket creation in Zendesk from Jotform submissions, first access Pabbly Connect. Visit the Pabbly website and sign in to your account, or sign up for free if you don’t have an account yet.

Once logged in, click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create workflows to integrate different applications seamlessly.

2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, locate the blue button labeled ‘Create Workflow’. Click on it and provide a suitable name for your workflow, such as ‘Create Zendesk Tickets from Jotform Responses’.

After naming your workflow, click on the ‘Create’ button. You will now see two main boxes: one for the trigger and another for the action, indicating the flow of your integration.

3. Set Up Jotform as the Trigger Application

For this automation, Jotform will serve as the trigger application. Click on the trigger box and select Jotform. The trigger event will be set to ‘New Form Submission’, which means that whenever a new response is submitted through Jotform, it will initiate the workflow in Pabbly Connect.

To integrate your Jotform with Pabbly Connect, you will need to copy the webhook URL provided by Pabbly. Navigate to your Jotform account, select your form, and go to the settings. Under the Integrations section, search for Webhooks. Paste the copied webhook URL and complete the integration.

• Open your Jotform and go to ‘Settings’.
• Select ‘Integrations’ from the left panel.
• Choose ‘Webhooks’ and paste the URL.
• Complete the integration.

Once the integration is completed, return to Pabbly Connect and wait for a response from Jotform to confirm the setup.

4. Create a Zendesk Ticket as the Action

After setting up the trigger, it’s time to create an action in Zendesk. Click on the action box, select Zendesk, and choose the event ‘Create Ticket’. Click on connect and then add a new connection by entering your Zendesk credentials.

You will need to provide your Zendesk username, password, and subdomain. The subdomain is the part of your Zendesk URL that appears before ‘.zendesk.com’. Once you have entered these details, click ‘Save’ to establish the connection with Pabbly Connect.

• Enter your Zendesk username and password.
• Identify your subdomain from your Zendesk URL.
• Click ‘Save’ to connect successfully.

Once connected, you will need to map the fields from Jotform responses to Zendesk ticket fields using Pabbly Connect. This mapping ensures that the data is transferred correctly.

5. Map Data and Test the Integration

In this final step, use Pabbly Connect to map the data from your Jotform submission to the appropriate fields in Zendesk. Click on the fields to insert data from the previous step. For example, map the requester’s name, email, and ticket description.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to check if the integration works correctly. If successful, you will see a confirmation message indicating that the ticket has been created in Zendesk.

To verify, navigate to your Zendesk account and check for the newly created ticket. You should see all the details populated as per the Jotform submission, confirming that the integration via Pabbly Connect was successful.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Zendesk tickets from Jotform submissions using Pabbly Connect. By following the steps outlined, you can streamline your ticket management process effectively.